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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (5453)	3/11/1998 1:09:00 PM
From: Paul Shread	Read Replies (2) \| Respond to of 74651

What does CPQ mean for MSFT? I'm assuming it means near-term weakness, as CPQ clears out inventory, but it could be a boon in 3-6 months if price wars mean higher PC sales. Thoughts? I must confess, I'm an MSFT novice and am looking for an entry point.

To: Brian Malloy who wrote (5453)	3/11/1998 1:32:00 PM
From: Andie Wei-Ku Lin	Respond to of 74651

When other large software stocks are up high (BMCS, PSFT, BAANF, CPWR, CSC, CTXS, NETA, VIAS) and MSFT is down more than a point and looking weak, then that really isn't "normal". :-)

To: Brian Malloy who wrote (5453)	3/11/1998 5:58:00 PM
From: Flair	Respond to of 74651

Brian, Paul, and all, "Department of Justice hires special counsel for IT, beefs-up antitrust division" This is the reason why Microsoft is so weak today. infoworld.com By Nancy Weil InfoWorld Electric Posted at 2:08 PM PT, Mar 11, 1998 The U.S. Department of Justice has hired Jeff Blattner as special counsel for information technology in its antitrust division, which currently is investigating Microsoft. Blattner, 43, was chief counsel for the U.S. Senate Judiciary Committee under Senator Edward Kennedy, a Massachusetts Democrat, until 1995. Blattner most recently was president of a real estate business started by his father in Pittsburgh. A brief announcement of the appointment today from Joel Klein, the assistant attorney general in charge of the division, did not mention the department's probe of Microsoft. Klein said in the statement that Blattner "will coordinate the division's overall policy for the computer and information industries, including its enforcement efforts in these important areas." Ostensibly, that will include the Microsoft investigation. The Department of Justice filed a federal lawsuit against Microsoft last October, alleging that the company violated a 1995 consent decree by requiring PC vendors to bundle the Internet Explorer 4.0 Web browser with the Windows operating system. That suit and the Department of Justice investigation are ongoing. Blattner is a graduate of the University of Pennsylvania and Harvard Law School and also was a law clerk for the late U.S. Supreme Court Justice Potter Stewart. Besides his work for the Department of Justice, Blattner will be an adjunct professor of legislation at Georgetown University Law School. The Department of Justice hired high-profile antitrust lawyer David Boies last December to work on the Microsoft case. Published reports in recent days have said that the Department of Justice is stepping up its investigation of Microsoft. The department's announcement that Blattner has been hired was cited in reports today as a further indication that the department is serious about pursuing Microsoft.